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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,475 | $93,124-75.9% | $77,100-70.8% | $134,545-83.3% |
| Participation rate | 30.0% | 74.5%-44.5pp | 67.9%-37.9pp | 81.2%-51.2pp |
| Annual return | -13.41% | 62.68%-76.1pp | 42.35%-55.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $337 | $3,421-90.1% | $2,815-88.0% | $4,742-92.9% |
| Participant deferral / active EE | $636 | $5,242-87.9% | $4,430-85.6% | $6,401-90.1% |
| Admin fee / account holder | $114 | $6,970-98.4% | $5,443-97.9% | $11,431-99.0% |